PCM

Palouse Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 8.19%
This Quarter Est. Return
1 Year Est. Return
+8.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.16M
4
ULTA icon
Ulta Beauty
ULTA
+$1.16M
5
YUMC icon
Yum China
YUMC
+$789K

Top Sells

1
+$2.83M
2
+$2.15M
3
+$1.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$798K
5
AAPL icon
Apple
AAPL
+$264K

Sector Composition

1 Technology 18.64%
2 Consumer Staples 13.41%
3 Financials 11.88%
4 Healthcare 9.37%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.62%
4,752
-150
27
$2.42M 1.62%
50,892
+37,314
28
$2.38M 1.59%
22,310
-1,270
29
$2.26M 1.52%
52,474
-1,416
30
$2.16M 1.45%
11,858
-706
31
$2.1M 1.41%
54,003
-1,370
32
$2.06M 1.38%
26,199
-425
33
$2.01M 1.35%
105,009
-1,008
34
$1.92M 1.29%
6,390
-156
35
$1.91M 1.28%
39,866
-420
36
$1.86M 1.25%
57,707
-868
37
$1.79M 1.2%
24,383
-789
38
$1.72M 1.16%
22,135
+21,135
39
$1.63M 1.09%
3,231
-166
40
$1.61M 1.08%
41,770
-585
41
$1.59M 1.07%
54,700
-698
42
$1.57M 1.06%
29,288
-814
43
$1.5M 1%
10,043
-198
44
$1.47M 0.99%
24,883
-512
45
$1.39M 0.93%
2,557
-210
46
$1.35M 0.91%
2,445
-74
47
$1.32M 0.89%
9,477
+1,759
48
$1.27M 0.85%
6,577
-197
49
$1.27M 0.85%
18,011
-508
50
$1.19M 0.8%
19,610
-313
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